Sands Capital Alternatives, LLC — 13F Holdings & Portfolio
CIK 1846444 · latest 13F-HR filed 2026-08-13
Sands Capital Alternatives, LLC manages $613.5M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ALMR (18.68%), NU (15.45%), KVYO (9.67%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions and exited 0; 15 existing positions rose in reported value and 4 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-13
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- BETA BIONICS INC$21.0M +56.4%
- DATADOG INC$10.9M +107.8%
- 10X GENOMICS INC$8.2M +80.6%
- DOORDASH INC$6.8M +40.9%
- BIOAGE LABS INC$5.5M +40.1%
Top Trims
- KLAVIYO INC-$11.7M -16.5%
- SPYGLASS PHARMA INC-$9.1M -14.1%
- SAMSARA INC-$1.0M -5.8%
- TARSUS PHARMACEUTICALS INC-$612.9K -10.3%
New Positions
- ALAMAR BIOSCIENCES INC$114.6M
- ODYSSEY THERAPEUTICS INC$16.4M
- CEREBRAS SYSTEMS INC$7.3M
Sands Capital Alternatives, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALAMAR BIOSCIENCES INC | ALMR | 010911105 | $114.6M | 18.68% | 4,230,926 | SH |
| 2 | NU HLDGS LTD | NU | G6683N103 | $94.8M | 15.45% | 7,094,952 | SH |
| 3 | KLAVIYO INC | KVYO | 49845K101 | $59.3M | 9.67% | 3,928,146 | SH |
| 4 | BETA BIONICS INC | BBNX | 08659B102 | $58.1M | 9.47% | 3,708,043 | SH |
| 5 | SPYGLASS PHARMA INC | SGP | 85220G109 | $55.7M | 9.07% | 2,500,012 | SH |
| 6 | INHIBIKASE THERAPEUTICS INC | IKT | 45719W205 | $26.4M | 4.31% | 13,018,965 | SH |
| 7 | DOORDASH INC | DASH | 25809K105 | $23.5M | 3.84% | 127,562 | SH |
| 8 | COUPANG INC | CPNG | 22266T109 | $23.1M | 3.76% | 1,329,314 | SH |
| 9 | DATADOG INC | DDOG | 23804L103 | $21.1M | 3.43% | 80,851 | SH |
| 10 | BIOAGE LABS INC | BIOA | 09077V100 | $19.3M | 3.14% | 786,353 | SH |
| 11 | 10X GENOMICS INC | TXG | 88025U109 | $18.5M | 3.01% | 481,770 | SH |
| 12 | SAMSARA INC | IOT | 79589L106 | $16.7M | 2.73% | 515,658 | SH |
| 13 | ODYSSEY THERAPEUTICS INC | ODTX | 67613T104 | $16.4M | 2.67% | 875,000 | SH |
| 14 | TOAST INC | TOST | 888787108 | $10.2M | 1.65% | 364,879 | SH |
| 15 | ACUMEN PHARMACEUTICALS INC | ABOS | 00509G209 | $9.9M | 1.62% | 3,720,105 | SH |
| 16 | SERVICETITAN INC | TTAN | 81764X103 | $7.7M | 1.25% | 108,545 | SH |
| 17 | CEREBRAS SYSTEMS INC | CBRS | 15675D103 | $7.3M | 1.18% | 32,825 | SH |
| 18 | SNOWFLAKE INC | SNOW | 833445109 | $6.2M | 1.02% | 24,498 | SH |
| 19 | MONDAY COM LTD | MNDY | M7S64H106 | $5.9M | 0.97% | 81,982 | SH |
| 20 | TARSUS PHARMACEUTICALS INC | TARS | 87650L103 | $5.3M | 0.87% | 85,000 | SH |
| 21 | TAYSHA GENE THERAPIES INC | TSHA | 877619106 | $4.9M | 0.80% | 724,873 | SH |
| 22 | CANDEL THERAPEUTICS INC | CADL | 137404109 | $4.2M | 0.68% | 405,837 | SH |
| 23 | ACRIVON THERAPEUTICS INC | ACRV | 004890109 | $4.1M | 0.66% | 2,289,271 | SH |
| 24 | FIGMA INC | FIG | 316841105 | $401.0K | 0.07% | 22,165 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $613.5M | 24 | 0001846444-26-000009 |
| 2026-03-31 | 2026-05-08 | $421.2M | 21 | 0001846444-26-000005 |
| 2025-12-31 | 2026-02-13 | $518.5M | 20 | 0001846444-26-000003 |
ARLINGTON, VA 22209